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Beacon Financial Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Beacon Financial Advisory’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$310K Sell
24,211
-862
-3% -$11.6K 0.07% 304
2025
Q4 		$356K Sell
25,073
-104
-0.4% -$1.49K 0.08% 266
2025
Q3 		$376K Sell
25,177
-143
-0.6% -$2.29K 0.09% 250
2025
Q2 		$412K Buy
25,320
+3,877
+18% +$60.7K 0.11% 225
2025
Q1 		$359K Buy
21,443
+811
+4% +$13.8K 0.11% 209
2024
Q4 		$343K Buy
20,632
+2,195
+12% +$36.2K 0.11% 201
2024
Q3 		$305K Buy
18,437
+883
+5% +$14.5K 0.1% 215
2024
Q2 		$300K Buy
17,554
+4,895
+39% +$82.4K 0.11% 212
2024
Q1 		$214K Buy
12,659
+974
+8% +$15.9K 0.1% 225
2023
Q4 		$187K Buy
11,685
+825
+8% +$12.9K 0.09% 237
2023
Q3 		$174K Buy
10,860
+380
+4% +$5.95K 0.1% 212
2023
Q2 		$161K Buy
+10,480
New +$153K 0.09% 209

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Beacon Financial Advisory's BIZD Position: Q1 2026 in Review

Beacon Financial Advisory reduced its VanEck BDC Income ETF (BIZD) stake by 3.4% in Q1 2026, selling an estimated $11.6K and leaving 24,211 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #304.

Beacon Financial Advisory first reported a position in BIZD in Q2 2023 and has held it in 12 quarters since. The position peaked at $412K in Q2 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Beacon Financial Advisory held 24,211 shares of VanEck BDC Income ETF worth $310K as of Q1 2026.
  • Beacon Financial Advisory sold 862 VanEck BDC Income ETF shares in Q1 2026, an estimated $11.6K.
  • VanEck BDC Income ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q1 2026, its #304 holding.
  • Beacon Financial Advisory first reported a position in VanEck BDC Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Beacon Financial Advisory's VanEck BDC Income ETF position peaked at $412K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.